SAP Knowledge Base Article - Public

2772844 - The Opportunity field is not Copied when creating a new Version of a Sales Quote

Symptom

You created a Sales Quote and linked it to an Opportunity. When you create a version of this sales quote you realize that version 2 is not linked to the same Opportunity.

Environment

SAP Cloud for Customer

Reproducing the Issue

Pre-requirement: Activate Sales Quote versioning by scoping the question "Do you want to use Sales Quote versioning?"

1. Go to the Sales work centre.
2. Go to the Sales Quote view.
3. Click New.
4. Fill in the mandatory fields and click Save and Open.
5. Search for the Opportunity field and select an opportunity.

SQ_OpportunityField.png

6. Go to the Version facet.
7. Click New Version.
8. Select the second version and click “Activate Version”.
VersionFacet.png

9. Open the version 2.
RESULT: The opportunity value has not been copied in the sales quote with version 2.

Cause

Document references are not copied between Versions. They remain associated with the version where they occurred.

Resolution

You have full visibility of the associations in the document flow:

DocumentFlow.png

Keywords

version, opportunity, sales quote, , KBA , LOD-CRM-OPP , Opportunity Management , How To

Product

SAP Cloud for Customer add-ins all versions